Can a court access assets in an irrevocable trust?
Irrevocable trusts are often established with the intention of shielding assets from creditors, lawsuits, and even potential access by courts. …
Point Loma Estate Planning Law
Can a special needs trust fund social media training or tools?
Absolutely, a special needs trust (SNT) can, and in many cases *should*, fund social media training or tools, provided it …
Can a special needs trust own a car?
Yes, a special needs trust can indeed own a car, but it requires careful consideration and adherence to specific rules …
Can a special needs trust pay for participation in virtual retreats?
The question of whether a special needs trust (SNT) can pay for participation in virtual retreats is a common one, …
Can I make legacy projects part of the inheritance process?
The idea of passing down something more meaningful than just financial assets is becoming increasingly popular, and yes, legacy projects—those …
Can I require the trust to hold sustainability ratings across its portfolio?
The question of integrating sustainability ratings into a trust’s investment portfolio is increasingly prevalent, reflecting a growing societal focus on …
Can I require that trust-held properties be maintained to green building standards?
The question of incorporating green building standards into the maintenance of properties held within a trust is increasingly common, reflecting …
Can I require that real estate held in the trust remain energy-efficient?
The question of incorporating energy efficiency requirements into a trust, specifically regarding real estate held within it, is increasingly common …
Can I require that heirs maintain a personal financial reserve before accessing the trust?
The question of whether you can require heirs to maintain a personal financial reserve before accessing a trust is a …
Can I require that a portion of disbursements be saved or reinvested?
The question of directing how funds disbursed from a trust are utilized, specifically mandating savings or reinvestment, is a common …